How to Manage SmartFees™ Users

Overview

As a SmartFees™ Account Administrator, you can manage individual user profiles within your Loan Origination System (LOS) interface or by visiting smartfees.com. You can:

Add new users
Deactivate users
Update existing user details
Reset user passwords
Modify user role permissions

Note for Encompass® Administrators: Setting up individual users is not required for organizations integrated with Encompass®. Instead, configure individual user access in Encompass® Partner Connect (EPC) by following the steps in How to Set Up SmartFees Credentials in Encompass® Partner Connect (EPC). In most cases, you only need to set up individual Account Admin users who require permissions to perform administrative tasks and manage SmartFees platform features.

Add a new user

Log in to SmartFees using your Account Admin credentials. You can do this through your LOS integration (if the SmartFees user interface is accessible) or by visiting www.smartfees.com.
Select the My Settings tab.
Select Account Users.
Scroll to the Create a New User section.
Complete all required fields (marked with a red asterisk):
1. User Name*. Create a username.
2. Email Address*: Enter the user’s email address.
3. Unique ID: This field is not required.
4. First Name*: Enter the user’s first name.
5. Last Name*: Enter the user’s last name.
6. User Role*: Select a user role. Options include Account Admin, User Admin, Loan Officer, Processor. Refer to User role permissions for more details.
7. Branch: This field is only applicable if additional branches have be created in your SmartFees account.
Once complete, click Add User.

Deactivate a user

Log in to SmartFees using your Account Admin credentials. You can do this through your LOS integration (if the SmartFees user interface is accessible) or by visiting www.smartfees.com.
Select the My Settings tab.
Select Account Users.
In the Users section, locate the user that you want to deactivate, and then click the Edit link in the Action column.
Scroll to the Edit User section. For the questions Is Active? and Allow access to SmartFees?, select the No radio buttons.
Select Update User button. The system deactivates the user, and they will is no longer appear in the user list.

Tip: To view all users, including those that are deactivated, clear the Only Show Active Users checkbox.

Update an existing user profile

Log in to SmartFees using your Account Admin credentials. You can do this through your LOS integration (if the SmartFees user interface is accessible) or by visiting www.smartfees.com.
Select the My Settings tab.
Select Account Users.
In the Users section, locate the user profile you want to update, and then click the Edit link in the Action column.
Scroll to the Edit User section and update the required user information.
Select Update User to save your changes.

Reset a user password

Log in to SmartFees using your Account Admin credentials. You can do this through your LOS integration (if the SmartFees user interface is accessible) or by visiting www.smartfees.com.
Select the My Settings tab.
Select Account Users.
In the Users section, locate the user who needs a password reset, and then click the Edit link in the Action column.
Scroll to the Edit User section, then click Reset Password.
A confirmation message appears at the top of the page. A temporary password email is automatically sent to the user.

User role permissions

User Role	Permissions
Account Admin	All manager user rights Create or modify branches Create, modify, and deactivate users Create and modify files Search and modify all files in the account Setup User Preferred preferences Manage Provider Exclusions (if enabled) Manage Lender Fees (if enabled)
User Admin	All manager user rights create, modify and deactivate users Create and modify files Search and modify all files in the account Setup their User Preferred preferences
Loan Officer	Create and modify files Search files that they created Setup their User Preferred preferences
Processor	Create and modify files Search and modify all files in the account Setup their User Preferred preferences Designate “Delegates”

Outcome

You can add, update, deactivate users, reset passwords, and manage user roles in SmartFees through your LOS interface or at smartfees.com.